Settings and activity
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8 votes
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Xero Ideas at GT
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22 votesXero Ideas at GT
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12 votesXero Ideas at GT
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30 votes
An error occurred while saving the comment Xero Ideas at GT
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We have many duplicated client names across our offices and this causes a lot of confusion.
Xero Ideas at GT
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84 votesXero Ideas at GT
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5 votes
An error occurred while saving the comment Xero Ideas at GT
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This function is required across all financial reports eg compilation report so we don't have trustee(s), directors(s) etc which looks so unprofessional.
Basic function but is critical if presentation and correct grammar is important to you.Xero Ideas at GT
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24 votesXero Ideas at GT
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11 votesXero Ideas at GT
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162 votesXero Ideas at GT
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370 votesXero Ideas at GT
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146 votes
We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.
An error occurred while saving the comment Xero Ideas at GT
commented
Would prefer to have the ability to specifically give / remove this access to certain users only, not a password as it could get difficult for accountants and advisors to manage and keep track of different passwords across all clients.
Xero Ideas at GT
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155 votesXero Ideas at GT
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28 votesXero Ideas at GT
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36 votes
An error occurred while saving the comment Xero Ideas at GT
commented
Enterprise grade single sign-on (SSO) capability is required. Not having this capability represents a significant risk of inappropriate access to client data. It also increases the administration cost of administering new staff and leaving staff.
Xero Ideas at GT
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43 votesXero Ideas at GT
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121 votes
Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…
An error occurred while saving the comment Xero Ideas at GT
commented
Currently, to be able to access Payroll reports, we need to give staff full access to the client's Payroll system, due to the lack of security options available in this area. This is a significant risk issue. We should not be giving our staff access to client’s payroll due to privacy and risk issues. The payroll system contains personal information about the client’s employees, including TFNs and DOB, which we do not need to perform our services. Further, access to Payroll allows staff to perform pay runs, change employee bank account details etc.
Xero needs more detailed security in this area to allow staff access to certain payroll reports, without access to the full payroll system.Xero Ideas at GT
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42 votes
An error occurred while saving the comment Xero Ideas at GT
commented
This is a privacy issue and is critical for our confidential clients, and for staff who use the system for their tax returns. Having home addresses, TFN, dob etc visible to all staff is not acceptable for these type of clients.
We have had to create separate instances of Xero PM/Tax to overcome this deficiency.Xero Ideas at GT
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9 votes
An error occurred while saving the comment Xero Ideas at GT
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Role based security is fundamental to any user based system and is required to properly manage user access efficiently and effectively, particularly when there are hundreds of users.
This is a risk issue and also creates additional work.Xero Ideas at GT
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1 voteXero Ideas at GT
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7 votesXero Ideas at GT
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Currently, we waste a lot of time trying to check this information due to the inability to report on this.
We also want the ability to remove these clients from certain reports. Having the ability to restrict access to the tax return, but their information shows on tax reports defeats the purpose of having any restriction.